Introducing Coming Up Next™, the new way to think about growth for your practice. Exclusive to IFB members, Coming Up Next™ allows you to set and work towards your transition goals all in one place, locate advisors interested in achieving similar goals, and start conversations with those advisors on a secure and private platform. We’re really excited to launch this platform, and are now taking registrations for our waiting list. In order to activate your registration and gain full access to the Coming Up Next™ platform, all you’ll need to do is subscribe to Coming Up Next™ when you renew your membership for 2017. Renewals will be open very soon! In the meantime, we’ve got some really cool giveaways for our early adopters who join the […]
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We are a national professional association that has served independent financial advisors across Canada for over 30 years. We believe that independent financial advice is valuable for Canadians, and we communicate that value to federal and provincial regulators on behalf of the licensed advisors we represent in order to help our industry grow and succeed.
We provide our members with regulatory support, advice, education, professional liability insurance and business services to help them run compliant and efficient practices.
I personally want to invite you to become a member of our expanding organization.